HMS Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

HMS Capital Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-12,000	Closed	-$715K	–	119
2019 Q4	$715K	Hold	12,000	–	–	0.3%	78
2019 Q3	$671K	Hold	12,000	–	–	0.25%	102
2019 Q2	$670K	Hold	12,000	–	–	0.29%	86
2019 Q1	$647K	Hold	12,000	–	–	0.28%	94
2018 Q4	$558K	Hold	12,000	–	–	0.28%	91
2018 Q3	$662K	Hold	12,000	–	–	0.33%	88
2018 Q2	$636K	Buy	+12,000	New	+$632K	0.36%	73

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HMS Capital Management's IWR Position: Q2 2026 in Review

HMS Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,393 shares worth $485K. The position accounts for 0.18% of the portfolio, ranked #88.

HMS Capital Management first reported a position in IWR in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.94M in Q4 2018. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

HMS Capital Management held 4,393 shares of iShares Russell Mid-Cap ETF worth $485K as of Q2 2026.
HMS Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.18% of HMS Capital Management's portfolio in Q2 2026, its #88 holding.
HMS Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and has held it in 36 quarters since.
HMS Capital Management's iShares Russell Mid-Cap ETF position peaked at $2.94M in Q4 2018.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.